Zita Charitable Np Trust Xxxxx0155

SHREVEPORT, LA EIN: 20-5177582

Zita Charitable Np Trust Xxxxx0155 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHREVEPORT, LA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $29.5M in total assets. In 2024, it awarded 1 grants totaling $999K. Net investment income was $2.0M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$29.5M

+7.6% YoY

Annual Giving

$999K

+13.5% YoY

Grant Count

-66.7% YoY

Avg Grant Size

$999K

+240.6% YoY

Under IRS private-foundation payout rules, Zita Charitable Np Trust Xxxxx0155 reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.

About Zita Charitable Np Trust Xxxxx0155

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Louisiana $4.3M (100%)

States

Louisiana

Cities

Bossier CityShreveport

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$29,470,702	$27,384,706	$25,504,358
Revenue	$3,118,758	$2,645,964	$1,638,446
Expenses	$1,147,470	$1,016,826	$1,097,362
Qualifying Distributions	$1,073,336	$950,653	$999,310
Net Investment Income	$1,959,274	$747,475	$1,003,223
Distributable Amount	$1,281,803	$1,071,010	$944,586

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Holy Angels Residential Facility ($999,408).

Recipient	Purpose	Amount
HOLY ANGELS RESIDENTIAL FACILITY SHREVEPORT, LA	CHARITABLE	$999,408

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ARGENT TRUST COMPANY	TRUSTEE	2	$103,194

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Zita Charitable Np Trust Xxxxx0155?

Zita Charitable Np Trust Xxxxx0155 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHREVEPORT, LA. It holds $29.5M in total assets as of 2024.

How large is Zita Charitable Np Trust Xxxxx0155?

As of 2024, Zita Charitable Np Trust Xxxxx0155 holds $29.5M in total assets with $3.1M in annual revenue. It awarded 1 grants totaling $999K in 2024.

Where does Zita Charitable Np Trust Xxxxx0155 operate?

Zita Charitable Np Trust Xxxxx0155 has awarded grants in Louisiana.

What size grants does Zita Charitable Np Trust Xxxxx0155 award?

In 2024, Zita Charitable Np Trust Xxxxx0155 awarded 1 grants totaling $999K — an average of about $999K per grant, based on its IRS Form 990 filings.

How much is Zita Charitable Np Trust Xxxxx0155 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Zita Charitable Np Trust Xxxxx0155 reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Zita Charitable Np Trust Xxxxx0155's EIN?

Zita Charitable Np Trust Xxxxx0155's EIN (Employer Identification Number) is 20-5177582. IRS Form 990 filing data is available on this page for 2020–2024.